Karen Moore Perry

Observer
DISC Type : ci

Financial Practice Manager at Two Rivers Wealth - Northwestern Mutual

Shreveport, Louisiana, United States

Overview

Karen Moore Perry is the Practice Manager for Two Rivers Wealth, leveraging experience from Northwestern Mutual since 2014 and a background managing family businesses. Known as "Momma K" for her personalized approach, she holds a Business and Marketing degree from LSU-Shreveport and is Life & Health certified.

Originally from Shreveport, Karen resides in Sibley with her husband of 35 years, Creighton. They have a large family of 6 children, 14 grandchildren, and 5 great-grandchildren. She is an active member of her church in Haughton, where she enjoys serving others through prayer and discipleship.

At work, Karen is often referred to as "Momma K" for her supportive, client-focused approach.

Personality Overview

Curious

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Client Experience
Focuses on creating a seamless onboarding and planning process that exceeds client needs and expectations in her wealth management practice.
Faith and Discipleship
Is actively involved in her church in Haughton, where she dedicates time to serving those in need of prayer and discipleship.
Family Values
A central focus of her life, she and her husband have a large family with six children and numerous grandchildren and great-grandchildren.

Media Appearances

Karen has no verified media appearances

Work History

7-2024
Financial Practice Manager at Two Rivers Wealth - Northwestern Mutual
2-2022 - 7-2024
Director of Recruitment & Selection Northwestern Mutual Shreveport/Bossier City/Monroe at Northwestern Mutual
5-2015 - 2-2022
Director of First Impressions/Office Manager/Assoc Financial Rep at Northwestern Mutual
5-2014 - 12-2016
Administrative Assistant & Director of Marketing at Northwestern Mutual
5-2008 - 8-2015
Office Manager at Construction Safety Products

Education

1983 - 1986
Bachelor of Science (BS) from Louisiana State University in Shreveport
1985 - 1986
Business from University of Arkansas at Little Rock

More Information

Social Presence :

Prographics :

Exp : 14 Location : Shreveport, Louisiana, United States Job Level : Middle Designation : Financial Practice Manager at Two Rivers Wealth - Northwestern Mutual
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Be prepared for a lot of questions, answer them objectively
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karen is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Karen

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Karen move?

  • They like to analyze well and then make their decisions.
  • Can Karen take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Karen

Personality Compatibility


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